IES Course: "Strategic Modelling for Building Enterprise Architecture"

Methodology and Technology Services

Web www.ies.aust.com

STRATEGIC MODELLING FOR BUILDING ENTERPRISE ARCHITECTURE

3-Day Public or In-house Overview Course for Rapid Delivery of Enterprise Architecture, in 3-month Increments

Presented by Clive Finkelstein

Printable PDF Version

Contents

Introduction
Objectives
Audience
Course Outline
Instructor

Introduction

Enterprise Architecture is essential to achieve business integration and technology integration in today's complex business environment. This is recognized by organizations and governments world-wide. Unfortunately most Enterprise Architecture projects to-date have been multi-year, high-cost projects before any value is delivered.

This 3-day course provides an overview of the methods and technologies that enable priority business activities and processes, as identified by management, to be delivered into production rapidly, in 3-month increments. These methods identify common shared data, enterprise-wide. They enable reusable business processes to be implemented once, yet shared throughout the enterprise. This saves not only on development time and cost, but also on day-to-day operational costs of the resulting shared, common processes.

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Objectives

Gain an Appreciation why Rapid Delivery Methods are needed today for Success with Enterprise Architecture
Gain an Overview of which Rapid-Delivery Enterprise Architecture Methods and Technologies have been used Successfully by Government and Corporate organizations
Gain an Overview of how Common, Reusable Business Activities and Processes can be identified as Priorities for Early Delivery into Production
Gain an Introduction to Methods used to Derive Project Plans from Integrated Data Models, to manage these Priority Activities and Processes through Rapid Development into Production

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Audience

CIO, CTO, Government Program Managers, Business Managers, Business Experts, IT Managers, Project Managers, Business Analysts, Systems Analysts, Enterprise Architects.

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Course Outline

An Overview of the Strategic Modelling Methods that are used for Rapid Delivery of Enterprise Architecture

1. STRATEGIC MODELLING FOR ENTERPRISE ARCHITECTURE

Management priorities, governance and security issues
Zachman Framework Enterprise Architecture concepts
FEAF Reference Models plus C4ISR and DoDAF for Defense

2. STRATEGY ANALYSIS FOR INPUT TO STRATEGIC MODELING

Rapid delivery business planning method for definition and refinement of business plans
How to allocate implementation responsibility and accountability

3. STRATEGIC MODELING - FACILITATED EXAMPLE

In this facilitated session, team members learn how strategic modeling enables rapid delivery of integrated databases and reusable processes
Identifying priority activities for rapid delivery

4. ENTERPRISE ARCHITECTURE RAPID DELIVERY PROJECTS

Real world examples of e-Government and e-Business projects for rapid delivery of priority Enterprise Architecture areas
Criteria for Success, with potential failure issues to avoid

5. BUSINESS-DRIVEN DATA MAPPING FOR STRATEGIC MODELING

Strategy-driven Data Modelling methods to transform business models into implementation
Applying Enterprise Engineering disciplines and proven methodologies
Resolution of semantic issues

6. BUSINESS NORMALIZATION TO IDENTIFY FUTURE BUSINESS NEEDS

Business Normalization methods applied by business experts and IT
Methods and rules for business model to design transformation
Identifying further business data needs and activities that indicate future business opportunities

7. STRATEGIC MODELING - CASE STUDY

In this Interactive Workshop, team members expand the definition of the Strategic Model developed in the earlier facilitated example
Identification of reusable, priority activities for delivery

8. STRATEGIC ALIGNMENT - CASE STUDY

Team members learn how to identify integration opportunities that are achieved through Strategic Alignment
Engaging Executive Management in Governance Analysis Frameworks
Aligning Models across rows and columns to realize business integration opportunities

9. DERIVING PROJECT PORTFOLIOS FOR RAPID DELIVERY - CASE STUDY

Team members learn how to derive project plans based on data models, business plans and business rules.
Refining project scope and deliverables for rapid sub-project deliveries in 3-month increments
Balancing mandates, business plans and resource demands

10. ACTIVITY MODELING AND ACTIVITY BASED COSTING

Activity Modeling and Costing methods to analyze business opportunities for efficiency, cost effectiveness and Return on Investment (ROI)
Evaluating implementation alternatives

11. DEVELOPING PROCESSES, WORKFLOWS AND INTERFACE DESIGN

Methods to implement reusable activities as reusable business processes
Deriving Workflow Models for rapid delivery using latest technologies
Use of Business Process Modeling Notation (BPM) for Business Process Diagrams (BPDs)
Methods for Menu and Screen Design and Transaction performance optimization

12. TRANSFORMING STRATEGIC MODEL TO LOGICAL DATA MODEL - CASE STUDY

Interactive Case Study session using learned methods to transform priority areas into Design and Delivery perspectives

13. VALIDATING STRATEGIC MODELLING DELIVERABLES - CASE STUDY

Case Study session to test all business transformation deliverables developed in earlier workshops for completeness
Determining Enterprise Architecture deliverables for governance alignment with business priorities

12. MANAGING AND SUSTAINING ENTERPRISE ARCHITECTURE

Assessing Policies, Roles, Goals and Responsibilities for the Future
Establishing management strategies for rapid implementation and delivery
Sustaining executive involvement through Governance Analysis Frameworks for Audit and Security Internal Control Reporting

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Instructor

Clive Finkelstein

Clive Finkelstein is acknowledged worldwide as the "Father" of Information Engineering, and is Managing Director of Information Engineering Services Pty Ltd in Australia. He has over 50 years' experience in the Computer Industry. He has published many books and papers, and contributed Chapters and Forewords to books published by McGraw-Hill and Springer-Verlag. Clive has authored the following books:

“Information Engineering”, James Martin and Clive Finkelstein, Savant Institute, Carnforth: Lancs UK (1981). This was the book that started the Information Engineering Revolution in the 1980’s.
"An Introduction to Information Engineering", Clive Finkelstein, Addison-Wesley, Sydney: Australia (1989). This book covers the history and evolution of Information Engineering.
"Information Engineering: Strategic Systems Development", Clive Finkelstein, Addison-Wesley, Sydney: Australia (1992). This is the “how-to” book on using Information Engineering.
"Building Corporate Portals with XML", Clive Finkelstein and Peter Aiken, McGraw-Hill New York: NY (2000). This book covers methodologies and technologies for Enterprise Portals.
“Enterprise Architecture for Integration: Rapid Delivery Methods and Technologies”, First Edition, Clive Finkelstein, Artech House, Norwood, MA (March 2006). This first edition of the EA book is available in hardcover from the publisher Artech House or Amazon. The book brings together the methods and technologies for rapid delivery of Enterprise Architecture in 3-month increments. Read the Book Review.
“Enterprise Architecture for Integration: Rapid Delivery Methods and Technologies”, Second Edition, Clive Finkelstein, (June 2011). This second edition of the EA book has a Foreword written by John Zachman. It is available for purchase online and for download in PDF, or as an iBook for the Apple iPad from the Apple iBookStore and as an eBook for the Amazon Kindle from www.amazon.com. Search for the author: "Clive Finkelstein ".

Clive Finkelstein is an internationally renowned consultant and instructor, and has completed projects for Defense, Government and Commercial organizations throughout the world and in most industries. Many projects have involved the Zachman Framework for Enterprise Architecture, using the latest methods and technologies for rapid delivery of priority areas into implementation. These methods use Enterprise Engineering for rapid definition of Enterprise Architecture. His technology focus addresses Enterprise Integration technologies using XML, Enterprise Application Integration (EAI), Enterprise Portals, Web Services and Service-Oriented Architecture (SOA) for Business Process Management (BPM) using XML-based BPM languages.

He provides training and consulting in all aspects of the Zachman Framework for Enterprise Architecture, with rapid delivery of priority areas using Enterprise Engineering. His application of these methods in large and medium Government, Defense and Commercial enterprises results in Business Transformation Enablement, so that business and IT managers and their staffs can plan for and achieve rapid business change. Enterprise Architecture provides a Governance Analysis Framework that supports Sarbanes-Oxley and other Governance Audit requirements. It provides direct support and linkage to Balanced Scorecard for Strategy-Focused Organizations, to ensure that IT systems and databases support defined Scorecard Measures, Strategy Maps and Governance requirements.

Clive gained a Bachelor of Science degree in 1961 from the University of New South Wales in Sydney. He has been a Fellow of the Australian Computer Society since 1972 and was inducted into the Pearcey Hall of Fame of the ACS in Australia in 2008.

He publishes a free, quarterly technology newsletter via email: “The Enterprise Newsletter (TEN)”. Past issues of TEN are at: http://www.ies.aust.com/. His books and papers are at http://www.ies.aust.com/cbfindex.htm. He can be contacted at clive.finkelstein@ies.aust.com. Many in-house skills-transfer courses and seminars presented by Clive Finkelstein are at http://www.ies.aust.com/..